David Michael Moscardelli

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 08/2019
  Raymond James Financial Services
  Mt. Pleasant, MI
• 02/2007 → 08/2019
  Isabella Bank
  Mt Pleasant, MI
• 08/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2010-10-29 → 2019-08-26
  Raymond James Financial Services Advisors, Inc
  Mount Pleasant, MI

Other Businesses

Bertshire Rental House Type of business: Rental Property Mount Pleasant, MI Start date: 5/27/2002 Landlord Hours per week: 2 Hours during trading: 0 Desc: Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-26
• S63 Uniform Securities Agent State Law Examination
  2002-09-12

Other Names

• Dave Moscardelli
• David Michael Moscardelli
• David Moscardelli